Tiemann Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Hold |
|
|||||
|
2025
Q1 | $591K | Sell |
|
|||||
|
2024
Q4 | $665K | Sell |
|
|||||
|
2024
Q3 | $686K | Sell |
|
|||||
|
2024
Q2 | $658K | Buy |
|
|||||
|
2024
Q1 | $682K | Buy |
|
|||||
|
2023
Q4 | $650K | Buy |
|
|||||
|
2023
Q3 | $572K | Hold |
|
|||||
|
2023
Q2 | $606K | Sell |
|
|||||
|
2023
Q1 | $622K | Buy |
|
|||||
|
2022
Q4 | $607K | Buy |
|
|||||
|
2022
Q3 | $557K | Sell |
|
|||||
|
2022
Q2 | $945K | Buy |
|
|||||
|
2022
Q1 | $1.15M | Sell |
|
|||||
|
2021
Q4 | $1.24M | Buy |
|
|||||
|
2021
Q3 | $739K | Hold |
|
|||||
|
2021
Q2 | $775K | Buy |
|
|||||
|
2021
Q1 | $746K | Buy |
|
|||||
|
2020
Q4 | $625K | Hold |
|
|||||
|
2020
Q3 | $478K | Sell |
|
|||||
|
2020
Q2 | $466K | Sell |
|
|||||
|
2020
Q1 | $374K | Hold |
|
|||||
|
2019
Q4 | $541K | Sell |
|
|||||
|
2019
Q3 | $526K | Sell |
|
|||||
|
2019
Q2 | $571K | Hold |
|
|||||
|
2019
Q1 | $562K | Hold |
|
|||||
|
2018
Q4 | $492K | Hold |
|
|||||
|
2018
Q3 | $619K | Sell |
|
|||||
|
2018
Q2 | $614K | Hold |
|
|||||
|
2018
Q1 | $569K | Hold |
|
|||||
|
2017
Q4 | $571K | Hold |
|
|||||
|
2017
Q3 | $555K | Hold |
|
|||||
|
2017
Q2 | $528K | Buy |
|
|||||
|
2017
Q1 | $502K | Sell |
|
|||||
|
2016
Q4 | $550K | Hold |
|
|||||
|
2016
Q3 | $507K | Hold |
|
|||||
|
2016
Q2 | $469K | Hold |
|
|||||
|
2016
Q1 | $451K | Hold |
|
|||||
|
2015
Q4 | $459K | Buy |
|
|||||
|
2015
Q3 | $276K | Buy |
|